Plan Lab
TODO: update flow, app references and screenshots TODO: update flow, app references from PIZZA to EchoLogic and screenshots
Introduction
TODO: add here more about Plan
How to switch to Plan from Home Page
You can switch to Plan by either pressing "Let's go to Plan" button on its tile:
Or you can always switch using the central app switcher on the top left of your screen:
How to create a new Application
Please follow the instructions how to create a new Application with Sample Data.
Let's go with Plan
Select Plan application to use
If you have not set your default Plan application you will be provided with a screen with all applications you have access to.
Set the provided app as default and presss "Let's go" to proceed.
Welcome Page for first time users
If you have logged in the first time into Plan you will get a Welcome Screen:
By pressing the button "Explore" a new page is shown which provides an Introduction to Plan and the used workflow model for the selected application:
Use Home Button to switch to Plan Home Page
Please use the "Home" button on the left sidebar to switch to the Home page for Plan.
This Home page will provide you some basic information and also the means to switch between Plan applications (My Applications Button on the right)
The explore options on this page will forward you to the Exploration page mentioned above.
Explore the technical worflow
Pressing the button "View":
will open a new view to the technical details of the used workflow for the selected application.
This view provides the used record types, fields, transition matrizes and more.
Work with Boards
Please follow these instructions to learn more about Boards.
Create and customize a new Project
Please follow these instructions to create a new Project.
Work with Queries
Please follow these instructions to show how to work with Queries
Integrations
Control/GIT/SCM
Conclusio
Congratulations! You have finished the Plan lab and have got a short overview of its capabilities.